Institutional
Triple Frond Partners LLC
CIK 0001454502
$962,895
Reported AUM
12
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Triple Frond Partners LLC · Q1 2026
AI · grounded in 13F
Triple Frond Partners LLC established a new position in MA valued at $87,676. The fund closed its entire position in LRCX, resulting in a negative delta of $50,563. Additionally, the manager increased share counts in TRU by 48.38% and META by 20.80%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ASML | ASML HOLDING N V | $1641.74 | -6.59% | 119.73% | 124.14% | $157K | 16.31% | +12,139 | +11.4% |
| 2 | MSFT | MICROSOFT CORP | $416.67 | -2.66% | -10.71% | 52.39% | $130K | 13.55% | — | HELD |
| 3 | TDG | TRANSDIGM GROUP INC | $1240.46 | 0.14% | -9.69% | 132.48% | $123K | 12.82% | +2,650 | +2.6% |
| 4 | GOOG | ALPHABET INC | $365.76 | -0.95% | 109.82% | 172.71% | $101K | 10.53% | — | HELD |
| 5 | AMZN | AMAZON.COM INC | $246.03 | -3.06% | 15.20% | 47.87% | $100K | 10.35% | — | HELD |
| 6 | MA | MASTERCARD INC | $491.08 | 1.93% | -16.29% | 31.00% | $88K | 9.11% | +175,472 | NEW |
| 7 | META | META PLATFORMS INC | $593.00 | -5.51% | -14.74% | 67.74% | $67K | 6.99% | +20,252 | +20.8% |
| 8 | TRU | TRANSUNION COM | $70.18 | -0.67% | -17.47% | -39.55% | $57K | 5.88% | +266,675 | +48.4% |
| 9 | ILMN | ILLUMINA INC COM | $158.85 | -2.14% | 96.37% | -66.34% | $38K | 3.92% | −67,700 | −18.1% |
| 10 | LYV | LIVE NATION ENTERTAINMENT IN | $161.59 | 0.95% | 11.04% | 102.90% | $36K | 3.72% | −21,093 | −8.2% |
| 11 | CHTR | CHARTER COMMUNICATIONS INC N | $132.12 | 2.38% | -66.67% | -82.24% | $33K | 3.45% | — | HELD |
| 12 | CCC | CCC INTELLIGENT SOLUTION HOLDINGS INC | $4.66 | -6.61% | -48.16% | -49.68% | $32K | 3.37% | +608,000 | +12.7% |
| 13 | LRCX | LAM RESEARCH CORP | $303.28 | -9.85% | 253.80% | 400.87% | — | — | −295,377 | EXITED |
Source: SEC EDGAR · accession 0001454502-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.